Institutional Ownership Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
3,736
shares
|
$147,011
0.07% of portfolio
|
Q1 2024
Added 1.03%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
2,810
shares
|
$110,573
0.04% of portfolio
|
Q1 2024
New holding
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 30, 2024 Q1 2024 |
2,650
shares
|
$104,277
0.01% of portfolio
|
Q1 2024
New holding
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
2,523
shares
|
$99,280
0.06% of portfolio
|
Q1 2024
Added 3.02%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,200
shares
|
$86,570
0.0% of portfolio
|
Q2 2023
Reduced 45.56%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$75,630
0.01% of portfolio
|
Q1 2023
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
1,850
shares
|
$72,797
0.0% of portfolio
|
Q1 2024
Added 7.25%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$69,452
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
1,304
shares
|
$51,312
0.0% of portfolio
|
Q4 2023
Reduced 9.94%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,195
shares
|
$47,023
0.0% of portfolio
|
Q1 2024
Added 0.25%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,186
shares
|
$46,669
0.0% of portfolio
|
Q1 2024
Reduced 35.05%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
1,112
shares
|
$43,757
0.0% of portfolio
|
Q3 2023
Reduced 19.24%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
1,083
shares
|
$42,616
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,066
shares
|
$41,947
0.0% of portfolio
|
Q2 2023
Reduced 76.95%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
949
shares
|
$37,343
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Financial Advisors Inc
|
May 13, 2024 Q1 2024 |
883
shares
|
$34,746
0.03% of portfolio
|
Q1 2024
Reduced 8.5%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
850
shares
|
$33,447
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$33,447
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
791
shares
|
$31,125
0.03% of portfolio
|
Q2 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
720
shares
|
$28,332
0.01% of portfolio
|
Q1 2024
Added 150.0%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
710
shares
|
$27,938
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
667
shares
|
$26,246
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
605
shares
|
$23,806
0.01% of portfolio
|
Q1 2024
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
464
shares
|
$18,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
461
shares
|
$18,140
0.0% of portfolio
|
Q1 2024
Added 19.43%
|